Sarah Clacker
Partner, Private Client - Bath
I advise individuals and their families on how to protect their wealth, succession plan and mitigate tax.
I specialise in lifetime planning to include the drafting of Wills, the creation, administration and winding up of trusts and elderly client issues, including powers of attorney and court of protection matters. I also have extensive experience in estate administration to include tax mitigation and variations post death.
I love being the trusted advisor across the generations of a family, providing bespoke and practical advice, in a friendly manner.
I’m a full member of the Society of Trust & Estates Practitioners (STEP) which is a worldwide recognised body of experts, in the area of private client and tax work.
Having spent several years living and working in London, I moved to Bath with my family towards the end of 2021.
